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Universal Insurance Holdings
UVE

Overview Fund Activity

177 hedge funds and large institutions have $492M invested in Universal Insurance Holdings in 2025 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 59 increasing their positions, 57 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+9
Holders Change %
+5.36%
% of All Funds
2.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
59
Reduced
57
Closed
14
Calls
$312K
Puts
$116K
Net Calls
+$196K
Net Calls Change
-$259K

Top Buyers

1
BlackRock
1
BlackRock
New York
$60M
2
UBS Group
2
UBS Group
Switzerland
$8.66M
3
Millennium Management
3
Millennium Management
New York
$8.15M
4
Morgan Stanley
4
Morgan Stanley
New York
$13.4M
5
DSC
5
Donald Smith & Co
New York
$43.5M

Top Sellers

1
CAMG
1
CWA Asset Management Group
Florida
$5.96M
2
BPA
2
Beacon Pointe Advisors
California
$0
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$7.48M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$6.64M
5
Charles Schwab
5
Charles Schwab
California
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
151
Sterling Capital Management
North Carolina
$7.94K -$6.99K -295 -47%
IA
152
IFP Advisors
Florida
$5.95K +$5.88K +248 +8,267%
VCM
153
Versant Capital Management
Arizona
$5.45K -$2.54K -107 -32%
GWM
154
Geneos Wealth Management
Colorado
$4.65K +$2.32K +98 +100%
SAM
155
Smartleaf Asset Management
Massachusetts
$4.48K +$864 +37 +24%
HI
156
Harbour Investments
Wisconsin
$3.2K – – –
LC
157
Lindbrook Capital
California
$2.42K – – –
VFM
158
Vision Financial Markets
Connecticut
$2.39K +$2.39K +101 New
CA
159
Clearstead Advisors
Ohio
$2.37K +$2.37K +100 New
QC
160
Quent Capital
New York
$1.9K – – –
FHA
161
First Horizon Advisors
Tennessee
$1.87K – – –
EWA
162
EverSource Wealth Advisors
Alabama
$1.3K -$616 -26 -32%
PA
163
Parallel Advisors
California
$1.3K – – –
RIL
164
Rothschild Investment LLC
Illinois
$1.19K +$1.07K +45 +900%
AAP
165
Arax Advisory Partners
Colorado
$877 +$877 +37 New
CA
166
CoreCap Advisors
Michigan
$735 +$735 +31 New
PWA
167
Physician Wealth Advisors
Utah
$711 +$711 +30 New
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$427 – – –
CIAM
169
Caitong International Asset Management
Hong Kong
$427 +$427 +18 New
Fifth Third Bancorp
170
Fifth Third Bancorp
Ohio
$379 -$355 -15 -48%
SC
171
Stephens Consulting
Michigan
$356 +$356 +15 New
TWD
172
True Wealth Design
Ohio
$261 +$71 +3 +38%
US Bancorp
173
US Bancorp
Minnesota
$213 +$213 +9 New
CCM
174
Coldstream Capital Management
Washington
$142 +$142 +6 New
SS
175
SBI Securities
Japan
$119 – – –
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7
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